RLS FINANCIAL GROUP, INC.

Overview

RLS Financial Group, Inc. operates as a small, independent registered investment adviser and insurance broker that serves both individual/family and institutional clients. The firm’s advisory services center on financial planning and portfolio management for individuals, small businesses and institutions, and it lists market timing among its service capabilities. Its fee structure is broad — covering percentage-of-AUM, hourly, fixed-fee and performance-based arrangements — which supports work with a mix of relationship types and customized engagements. Investment activity is tilted toward fixed income. Filings show a clear preference for U.S. government securities as the core allocation, with the firm deploying most of its investable assets into that sleeve. RLS Financial Group also incorporates insurance products into client solutions, reflecting the dual adviser/broker role and an emphasis on income and capital preservation strategies rather than aggressive equity growth or ESG-driven mandates.

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Public Holdings

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Location & Offices